SWM
TDSE

Selective Wealth Management’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History

Selective Wealth Management’s Portfolio TDSE Stock Details TDSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,393
Closed -$77K – 779
2022
Q3 		$77K Hold
3,393
– – 0.03% 244
2022
Q2 		$77K Hold
3,393
– – 0.03% 257
2022
Q1 		$88K Hold
3,393
– – 0.03% 224
2021
Q4 		$101K Buy
3,393
+2,375
+233% +$70.4K 0.04% 196
2021
Q3 		$29K Buy
+1,018
New +$29.3K 0.02% 328

Other funds holding TDSE

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's TDSE Position: Q4 2022 in Review

Selective Wealth Management sold out of Cabana Target Drawdown 16 ETF (TDSE) in Q4 2022, closing a stake of 3,393 shares — an estimated $77K sold.

Selective Wealth Management first reported a position in TDSE in Q3 2021 and held it in 5 quarters. The position peaked at $101K in Q4 2021. 9 funds tracked by Wall St. Rank hold TDSE as of Q4 2022.

  • Selective Wealth Management reported no remaining Cabana Target Drawdown 16 ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3,393 Cabana Target Drawdown 16 ETF shares in Q4 2022, an estimated $77K.
  • Selective Wealth Management first reported a position in Cabana Target Drawdown 16 ETF in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Cabana Target Drawdown 16 ETF position peaked at $101K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Cabana Target Drawdown 16 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.